$Palantir Technologies Inc.(PLTR)$  Palantir Technologies (PLTR) is currently facing significant operational and strategic issues related to its partnership with AI startup Anthropic, primarily stemming from a U.S. government crackdown on Anthropic's defense usage. Key Issues for Palantir: Government-Mandated Replacement: Following the U.S. government's designation of Anthropic as a "supply chain risk," Palantir is forced to remove Anthropic's Claude AI from its Maven Smart Systems, a key military software platform. Operational Disruption: The removal process requires retooling Palantir's platform, which is expected to cause short-term operational issues, although it has a six-month phase-out period. High-Stakes Contract Risk: Anthropic's tec

$Palantir Technologies Inc.(PLTR)$  My "Bearish" views of PLTR for 1st Qtr'2026. It is still a very good company that I benefited much from it. Thus I am standing-by to excute a few "Cash Secure Puts" if it dip .  My opinion on why Peter Thiel & Alex Karp sold their pltr shares?  Based on recent financial filings and market analysis through early 2026, Peter Thiel, a co-founder and major stakeholder in Palantir Technologies (PLTR), has engaged in significant, automated selling of his shares. While such sales are often part of pre-planned, non-emotional trading strategies (10b5-1 plans) aimed at portfolio diversification, the sheer volume and timing of these divestments—particularly after

$Red Cat Holdings Inc.(RCAT)$ Will accumulate again when it dip.  Defense stocks have been treated as a geopolitical barometer. When tensions rise and military conflict breaks out, shares climb. When headlines cool, the trade fades. It's a narrative built around procurement cycles and crisis-driven spending. The attack on Iran on Saturday by the U.S. and Israel should repeat this pattern for defense stocks in coming days. "Defense spending was already set to surge in 2026 and a protracted war with Iran will make the spending more urgent and less controversial," Stifel analyst Jonathan Siegmann said in a Monday note to clients. Options related to defense stocks and oil sectors showed high volume on Monday.  U.S. President Donald Trump on

$RCAT 20260227 14.0 CALL$ Accumulating income step by step during crisis. Red Cat Holdings (RCAT) have surged significantly alongside other defense companies following increased US-Iran tensions and reported military action in early 2026. Investors have actively speculated on the involvement of Red Cat’s drone systems in the region, with shares rising over 16% in the week leading up to February 19, 2026, and surging again on February 28–29, 2026, following reports of US-Israel strikes on Iran. Key Details Regarding Drone Use and RCAT: Conflict Context: In late February and March 2026, the US and Israel launched "Operation Epic Fury," targeting Iranian military assets. Drone Type: While speculation exists about the broader use

$PDYN 20260220 6.0 PUT$ Sharing my personal views of PDYN potential.  The collaboration between Palladyne AI Corp. (PDYN), (RCAT) and (PLTR) focuses on integrating advanced, AI-driven, autonomous software into specialized, military-grade, and commercial drones. Their partnership is aimed at enhancing the operational efficiency of unmanned systems for defense and, potentially, civil customers. Key Collaborations (PDYN with RCAT, PLTR & DPRO) Integration of "Palladyne Pilot" AI: The core of the collaboration is integrating "Palladyne Pilot" software into RCATs Teal Drones, including the "Teal 2"

$RCAT 20260213 16.0 CALL$ Rcat is growing its awareness in the Indo-Pacific region at the recent Singapore Air + Marine Show.  At the Singapore Airshow 2026, Red Cat Holdings (RCat) showcased its pivot toward a multi-domain, unmanned systems provider with key exhibits and announcements focused on maritime and aerial intelligence, surveillance, and reconnaissance (ISR). Key highlights from Red Cat at the Singapore Airshow 2026 included: V7 Uncrewed Surface Vessel (USV): Red Cat unveiled the V7 "strike boat," designed by its subsidiary Blue Ops for maritime autonomy, deep-strike missions, and anti-ship engagements. The V7 is capable of carrying explosive ordnance, tactical missiles, and aerial drones, marking Red Cat's exp

$Hims & Hers Health Inc.(HIMS)$ Just sharing my opinion. The latest dip begun to look attractive. [Smile]   Hims & Hers Health (HIMS) stock has fallen to the $16 range primarily due to intense legal and regulatory pressure surrounding its compounded GLP-1 weight-loss products, compounded by a lawsuit from Novo Nordisk and fears of lost market share. Here are the specific reasons for the decline: Lawsuit and Regulatory Pressure: In early February 2026, Novo Nordisk filed a lawsuit against Hims & Hers to permanently ban the company from selling compounded versions of its drugs (such as Ozempic and Wegovy). This followed a direct warning from the FDA regarding "illegal copycat drugs". Withdrawal of Copycat Product

$USA Rare Earth Inc.(USAR)$ Continue bullish on rare earth stocks. Waiting for dip opportunities. 

$BMNR 20260206 18.0 PUT$ One small bite at a time, building up my appetite as it hover 😋 . Preparing for a big momentum..lor.

To me, even receiving a simple "Like" is an Encouragement. [Smile]  Let's support each other, so as to encourge a more lively community chat grp. Thks so much, everybody. [Heart]  

🤑🍻🥂

An inspiring experience. Hope to share more 🙏

$BMNR 20260123 27.5 PUT$ I still have faith & conviction and will DCA to accumulate as it dip.  Sharing the "+and- ve" summary of BMNR recent AGM:-- BitMine Immersion Technologies (BMNR) is making a bold move into the crypto space, pivoting into a "digital Berkshire-style" capital allocator with a heavy emphasis on Ethereum (ETH) and "moonshot" investments. The company's annual general meeting (AGM) in Las Vegas on January 15, 2026, was a pivotal moment, showcasing their aggressive strategy to become a premier ETH treasury company. The 4 Pillars of Growth:-- Maximizing Treasury Yield: Utilizing strategies like MAVAN (Made-in-America Validator Network) for Ethereum staking. Strategic "Moonshots": Including a $200

$BitMine Immersion Technologies Inc.(BMNR)$ DCA with conviction in BMNR. I am an engineer-investor, can appreciate & align with their new hired CFO/COO (Young Kim).  Will share some of my research next, as I build up the case.😉

$BMNR 20260123 28.5 PUT$ BMNR will continue to co-relate closely with the Ethereum upgrades. Can nibble and digest accordingly. 😋 Fusaka (Dec 2025): Focuses on enhancing data availability, likely integrating PeerDAS for improved Layer-2 scalability Glamsterdam (1H 2026): Planned as the first major upgrade of 2026 Hegota (Late 2026): Expected as the second major upgrade in 2026, following a faster development cadence. Ethereum is moving to a more frequent, biannual upgrade cadence to stay competitive with high-through

$Red Cat Holdings Inc.(RCAT)$ Red Cat Holdings (RCAT) and Palantir Technologies (PLTR) have joined forces to revolutionize autonomous drone operations in modern warfare. Their partnership integrates Palantir's Visual Navigation software (VNav) into Red Cat's Black Widow drones, enhancing navigation in GPS-denied environments. This collaboration leverages Palantir's advanced AI software and Warp Speed manufacturing OS to provide accurate navigation using onboard satellite imagery, independent of GPS or radio signals. *Key Highlights:* - *Strategic Partnership*: RCAT and PLTR aim to revolutionize autonomous small unmanned aerial systems (sUAS) for modern warfare. - *VNav Technology*: Uses computer vision and satellite imagery for navigation, ensuring operational efficacy in electronic warfar

$Red Cat Holdings Inc.(RCAT)$ Drone tech with AI will continue to grow, especially those approved by USA defence departments. Let's continue to watch closely.  [Tongue]  

$BMNR 20260116 29.5 PUT$ Awaiting for the 16Jan'26 AGM shareholders voting result . Will gage the sentiments and make next decision accordingly. 

$BMNR 20260109 29.5 PUT$ Still trying to accumulate , nibbling bits by bits. Having faith in their project "MAVEN" initiatives. [Smile]